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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,887 | $103,392-90.4% | $87,104-88.6% | $152,897-93.5% |
| Participation rate | 95.7% | 79.4%+16.3pp | 76.9%+18.8pp | 82.5%+13.2pp |
| Annual return | 21.33% | 28.10%-6.8pp | 28.19%-6.9pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,209 | $3,221-62.5% | $2,521-52.1% | $4,764-74.6% |
| Participant deferral / active EE | $2,474 | $4,778-48.2% | $4,048-38.9% | $5,851-57.7% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |